Getting Started with Wireless Forms If you’re new to Wireless Forms, this is the place to start. The video walks you through adding a form...
How to Decide Which Type of Field to Use The Fields panel lists the types of fields that can be included in your form. Choose from fill-in fields that...
Form Field Types The Fields panel lists the types of fields that can be included in your form. Choose from fill-in fields that...
Email Settings for Wireless Forms When a user completes and submits a form on the mobile app, the entered data is displayed on the form’s...
Email a Copy of a Form to a Customer Add an email address field to the form using the Module settings. The email field appears on the mobile app...
Creating Pages in Wireless Forms Use pages to organize your module and make long forms easier to navigate. Mobile users can swipe through the pages. In...
View Form Entries Select a form from the left menu and choose the Entries tab to view data entered into forms by users....
Schedule a Report Scheduled form reports are automatically generated at set times using selected parameters and emailed to you.
Save a Photo from a Form Wireless Forms allows a photo and notes to be submitted. Photos appear in reports as smaller sized thumbnails. This tutorial will...
Run a Report on Wireless Forms Wireless Forms reports include default reports based on your chosen forms. For example, the construction form includes a worker time...
Edit Form Entries Sometimes mistakes happen and the wrong data is entered into a form. Not to worry! You can easily edit a...
Edit a Custom Chart Edit the dashboard layout to customize the way the dashboard displays your chart information. You can customize the data shown on each...
Creating a Custom Dashboard Each of your Wireless Forms has its own dashboard. You can customize it to display statistical data for a single...
View a Submitted Form on a Mobile Device This video shows you how to view a previously submitted form on a handset. Though screens are from an Apple...
Submitting a Wireless Form on a Mobile Device This video shows you how to send a Wireless Form from your device, reviewing all field types. Though screens are...
Save a Draft of a Form on a Mobile Device This video shows you how to save a partially filled out form and return to it later. Though screens are...
Repeatable Fields A repeatable is a field, or group of fields, that can be completed multiple times on a form. Repeatables provide...
Table Fields A table allows you to capture multiple pieces of information in response to a form question and organizes the entered...
Search for a Form Form History allows web users the ability to review all submitted forms within a specified time period all displayed in...
Share a Form Link You can share a submitted form with a 3rd party company with a direct link to the form. The recipient...
Reviewing Forms When reviewing a form, administrators will be able to toggle on or off the reviewed flag on each individual form...
Audio Field An audio field will allow a user in the field to record a short audio message and submit it through...
Adding a URL to a Wireless Form Embedding a URL into a form description is a great way to add a shared file into the form. The...
Setting up Form Workflows Allow employees to work together on filling out a single document. A form can be started by one employee, and...
Form Workflows Sample Forms View and load a couple of sample forms using the forms workflow feature. Below are 2 sample forms attached that...
Using Form Workflow to Fill Out Forms on the Desktop Forms are a big part of everyday life and vital in any business production. Previously, forms could only be filled...
Creating a Custom List Creating a custom list is as simple as uploading a spreadsheet. You can also manually input your own.
Custom List Overview In custom lists, you can create or upload special data for users to choose from as they complete forms. Depending...
Edit a Custom List Now that you have your list uploaded, you may want to make some adjustments. We offer the ability to edit...
Importing a Custom List from a File Create a new list by importing an existing csv file on your computer, or by entering the data manually. Note...
Inserting a Custom List into a Form Use list fields on a module to display options based a master list that you have created or uploaded. Custom...
Lock Form Data from Being Edited When adding a field to any module, “Disable editing previously completed data” is an option to lock the field prohibiting...
Filtering Custom Lists in a Form Along with adding Custom Lists to a Form, you can now filter a custom list to show all the information...
Emails in Custom Lists In addition to adding email fields on a custom list, customers can also reference an email address based on previous...
Viewing Your Own Submitted Data Employees can now reference their own submitted data within their web application, regardless if they can view the group they...
Automatically Share a Form Link Customers can now automatically mark all submitted forms as “shared” and create the regular form sharing URL link when the...
Calculating Duration from a Date and Time Field Customers can now calculate the duration of time between two different date, time, or date/time fields within a form module....
Using NFC Tags in Forms You can now scan NFC Tags as an additional Scan Field within a Form Module. The value written to the...
Setting Up Mobile Payments Adding mobile payments to our platform provides our customers with tremendous value in their day-to-day business operations. We are now...
Adding Mobile Payments to an Order or Form Mobile Payment functionality can be included in Standalone forms and Order Status Forms using the Form builder. This feature can...
Using Mobile Payments on a Mobile Device Collecting payments while in the field will save processing time and paper which equals saving money!